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Sep 30, 2012
09/12
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nike had been battered on this news. they missed last quarter here. >> right. >> at this point, yum hasn't missed it. i'm interested to hear what they have to say here. that stock closed worse today. down 2%. >> scott? >> on the trade, i think the nike trade the interesting thing here is the nature changes fundamentally. when that first option expires. as far as yum, people love to trade because it is so tied to china. that is good and bad. china can be opaque and the bad is what we have seen in yum lately. >> reminder to you as you head to break, if you want updates on our trades because things happen real time mike updated his trade this morning be sure to follow us on twitter and dan posts updates of his trades on twitter. at risk reversal. if you are on facebook stay posted throughout the week at facebook.com/optionsaction. our thanks, of course, to carter braxton worth of oppenheimer. got the final call from the options pits next. and you don't want to miss it with thinkorswim by td ameritrade. you get knock-your-so
nike had been battered on this news. they missed last quarter here. >> right. >> at this point, yum hasn't missed it. i'm interested to hear what they have to say here. that stock closed worse today. down 2%. >> scott? >> on the trade, i think the nike trade the interesting thing here is the nature changes fundamentally. when that first option expires. as far as yum, people love to trade because it is so tied to china. that is good and bad. china can be opaque and the...
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Sep 29, 2012
09/12
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the trade or hope nike trades resume the fall. now these are in a race against time and the options fans want to know one thing, what will these two do next. >> before we answer that you might be thinking if mike was so bearish why didn't he buy the october put? time for options versus options where we drill down on why the strategies work for you. if mike bought the put he would be looking at a loss of 55%. because he sold the put against it which expired worse he was able to offset the loss and is looking at a flat trade. the question is he going to stay in? our own olympian of technical analysis. >> i think we are going to stay. >> this is really interesting because this is a short dated trade. we need to manage these things carefully. this trade was up quite a lot earlier today. we sent out a tweet and said if we have it on you might want to take it off. when you get into these types of trades you have it at your short strike on the day of expiration. that is when you cover the trade. that is actually what probably in the trad
the trade or hope nike trades resume the fall. now these are in a race against time and the options fans want to know one thing, what will these two do next. >> before we answer that you might be thinking if mike was so bearish why didn't he buy the october put? time for options versus options where we drill down on why the strategies work for you. if mike bought the put he would be looking at a loss of 55%. because he sold the put against it which expired worse he was able to offset the...
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Sep 30, 2012
09/12
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nike had been battered on this news. they missed last quarter here. >> right. >> at this point, yum hasn't missed it. i'm interested to hear what they have to say here. that stock closed worse today. down 2%. >> scott? >> on the trade, i think the nike trade the interesting thing here is the nature changes fundamentally. when that first option expires. as far as yum, people love to trade because it is so tied to china. that is good and bad. china can be opaque and the bad is what we have seen in yum lately. >> reminder to you as you head
nike had been battered on this news. they missed last quarter here. >> right. >> at this point, yum hasn't missed it. i'm interested to hear what they have to say here. that stock closed worse today. down 2%. >> scott? >> on the trade, i think the nike trade the interesting thing here is the nature changes fundamentally. when that first option expires. as far as yum, people love to trade because it is so tied to china. that is good and bad. china can be opaque and the...
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Sep 22, 2012
09/12
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here is the first issue if you will with nike. this quite ominous drop in gap of several months ago. the point is when stocks go down badly like that and recover you have usually overhead supply. there are a lot of trapped people from here who did not dump there but want out. now that they want their money returned to them are interested sellers. it is badly under on the market. on the long term chart it has all the flavor. it bottoms with all equities. we have seen a lot of gross stocks that start to show trouble. often that first drop in gap is the foreshadowing of more to come. we are sellers here. >> carter had me at declining smoothing mechanism. are you bearish on nike? >> it could go a little bit lower. the other thing is that we don't see a lot of skepticism. adidas, we are hearing negative news from them. i think i also would lean to the short side. >> it is a strategy that we don't use too often. always good to open the play book. mike buys a put and then sells to reduce the cost. you want the stock above the put but bel
here is the first issue if you will with nike. this quite ominous drop in gap of several months ago. the point is when stocks go down badly like that and recover you have usually overhead supply. there are a lot of trapped people from here who did not dump there but want out. now that they want their money returned to them are interested sellers. it is badly under on the market. on the long term chart it has all the flavor. it bottoms with all equities. we have seen a lot of gross stocks that...
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Sep 28, 2012
09/12
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i was not impressed with nike. you didn't get a lot, you know, youngs even going down. >> did you interpret because north american brand revenues were up 23%. is this all an international is bad story and things are okay at home? >> to me it means pricing. they're charging too much for the shoes. we didn't know about inventory numbers in china. i came back and said this is one of those deals where it is all about that maybe nike got too expensive. maybe their shoes are too expensive. >> it's possible. >> right? >> how much do they cost these days like the new lebron. >> i don't know. i don't like to think about it. >> want new sneakers all the time but nike is not amongst his -- >> really. the nfl. >> i came away and said gee i wish they were a little more sick um spectrometry in sales. r.i.m. i didn't think was promotional in the conference call. becky was very promotional. >> hard for r.i.m. to be promotional. >> well, basically talking about if you believe in fire and able to survive and nike was talking about h
i was not impressed with nike. you didn't get a lot, you know, youngs even going down. >> did you interpret because north american brand revenues were up 23%. is this all an international is bad story and things are okay at home? >> to me it means pricing. they're charging too much for the shoes. we didn't know about inventory numbers in china. i came back and said this is one of those deals where it is all about that maybe nike got too expensive. maybe their shoes are too...
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Sep 27, 2012
09/12
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nike. it is set to report first quarter results after the bell today. its shares have been sort of flat this year. brian schactman joins us for a look at nike versus its competitors like under armour and lulu lemon. >> lulu lemon. right. and most say these guys are big threats but others say it's positive for nike because it will make them better. sales in north america should still be strong but continued weakness in china, especially with apparel, could be a bit of a problem. stern a.g.'s sam posner has a neutral rating on nike and says gross margins are the key here, nike has missed guidance in each of the last three quarters. ubs has a buy at a $106 target opt stock. they believe a massive u.s. quarter may offset the woes in china. now the competition. lulu lemon ceo christine day is saying her company is taking share with fitness-focused women. under armour is the one really in nike's crosshairs and maybe vice versa. it's double down on shoes and as nike's stock has been flat year to d
nike. it is set to report first quarter results after the bell today. its shares have been sort of flat this year. brian schactman joins us for a look at nike versus its competitors like under armour and lulu lemon. >> lulu lemon. right. and most say these guys are big threats but others say it's positive for nike because it will make them better. sales in north america should still be strong but continued weakness in china, especially with apparel, could be a bit of a problem. stern...
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Sep 27, 2012
09/12
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the earnings calls for nike and rim. much more "fast" straight ahead. ♪ ♪ with the spark cash card from capital one, olaf's pizza palace gets the most rewards of any small business credit card! pizza!!!!! [ garth ] olaf's small business earns 2% cash back on every purchase, every day! helium delivery. put it on my spark card! [ pop! ] [ garth ] why settle for less? great businesses deserve the most rewards! awesome!!! [ male announcer ] the spark business card from capital one. choose unlimited rewards with 2% cash back or double miles on every purchase, every day! what's in your wallet? >>> welcome back. let's get the latest in the after hours movers. we've been monitoring rim and nike's conference call. john, let's start with you. >> interesting moment on the conference call. one of the analysts asking about his numbers showing that rim is actually selling blackberry hardware at a loss. the company about to answer that. they're making their money off of services after. a few things i want to point out. 2000 down in
the earnings calls for nike and rim. much more "fast" straight ahead. ♪ ♪ with the spark cash card from capital one, olaf's pizza palace gets the most rewards of any small business credit card! pizza!!!!! [ garth ] olaf's small business earns 2% cash back on every purchase, every day! helium delivery. put it on my spark card! [ pop! ] [ garth ] why settle for less? great businesses deserve the most rewards! awesome!!! [ male announcer ] the spark business card from capital one....
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Sep 22, 2012
09/12
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nike -- where is my red hat? nike reports after closing, just announces a gigantic buyback a week before the quarter. unless management thinks there is going to be a huge shortfall and buy back cheaply, i would take this as a sign of confidence. it's been terrific ever since. get this. research in motion reports too. and as always, there will be speculation that it's going to put itself up for sale. then that speculation will be dashed by the company and people go about continuing to lose money in the blackberry maker. how many of these millions of people online buying apple iphone 5s are blackberry customers? enough to think that this waterloo, canada, based company has indeed met its waterloo. friday walgreens. after years of dependable growth, walgreens has become much more of a roller coaster, not unlike that kraken after a wild ride. and then spending $6.7 billion for a tie-up with boots, a european pharmacy retailer. stock got hammered on the news of the merger, but since been climbing back 28, 29, 30, 31,
nike -- where is my red hat? nike reports after closing, just announces a gigantic buyback a week before the quarter. unless management thinks there is going to be a huge shortfall and buy back cheaply, i would take this as a sign of confidence. it's been terrific ever since. get this. research in motion reports too. and as always, there will be speculation that it's going to put itself up for sale. then that speculation will be dashed by the company and people go about continuing to lose money...
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Sep 10, 2012
09/12
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. >> nike up 1%. >> nike is going to be the beneficiary as lemon seems to be running out of gas. the nike chart from this summer is really pretty. it broke below $90 and has been a series of higher highs and higher lows and reasonable growth in the stock price. >>> we have a pop for bacon. the new oscar mayer promotion asks do americans love bacon as much as money? to find the answer josh is going on a cross country trip with no money and no credit cards and just meat. he has scored a flag and jets tickets all by bartering bacon. >> that is about what jets tickets are worth. >> we'll see. >> 48 points. >> you are a jet fan? >> football expert. >> hurricane ike is a jets fan and effecting storage levels. people think the government numbers will show that number. >> sprint the move 2%. >> it feels like it continues to want to go higher. it feels like it wants to trade 6 before 5. a lot of people have been betting against the stock. >> a drop for morgan stanley. >> we are talking about up over 15%. this pullback probably a natural pullback and the other part is trying to get the val
. >> nike up 1%. >> nike is going to be the beneficiary as lemon seems to be running out of gas. the nike chart from this summer is really pretty. it broke below $90 and has been a series of higher highs and higher lows and reasonable growth in the stock price. >>> we have a pop for bacon. the new oscar mayer promotion asks do americans love bacon as much as money? to find the answer josh is going on a cross country trip with no money and no credit cards and just meat. he...
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Sep 29, 2012
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and i chose nike. apparently they had some earnings last night but they weren't up to par. how do you feel about that? should i stick with that or stay with another one? >> co-portfolio manager and i went over this quarter. i'm sitting there last night. a pathetic parody of myself. a 67 -- all right, a 57-year-old man while waiting for the browns to take field for an hour and a half i'm going over this nike quarter. line by line. geez north america so strong 23. china so weak six. finally i realize, holy cow, nike's charging too much for its sneaks. that's all you need to know. we've been scaling back for the charitable trust. i think the stock goes higher i'm a seller. let's go to joe in texas, please, joe. >> caller: good day to you, mr. cramer. a question about the strength of the telecommunication industry. juniper. morgan stanley rate earnings estimate on cisco, should i be adding to my positions in juniper? >> i think juniper is a casually if not collateral damage of what could be a very good quarter coming with cisco. why i do say that? both morgan stanley and goldma
and i chose nike. apparently they had some earnings last night but they weren't up to par. how do you feel about that? should i stick with that or stay with another one? >> co-portfolio manager and i went over this quarter. i'm sitting there last night. a pathetic parody of myself. a 67 -- all right, a 57-year-old man while waiting for the browns to take field for an hour and a half i'm going over this nike quarter. line by line. geez north america so strong 23. china so weak six. finally...
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Sep 20, 2012
09/12
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i look at my nike shoe, nike is powering all this data. they're going to be an incredible growth company. maybe not them -- they'll have the capital to acquire people. >> that was a most excellent hit. thank you very much. i know you like csod, cornerstone on demand. i wanted to point it out. thank you, howard, see you again. >> lo and behold, apple. staying on the social beat here, here's the most liked brands on facebook. thumbs up for facebook, it has the most likes on its own website. runners up are texas hold 'em poker. youtube and coca-cola round out the top five. what do you make of this list? is this ridiculous or what? >> it's the most fun things, right? it doesn't mean they're going to do well in the market. coca-cola's fun. zynga's fun. you can play games all the time, and you'll get mentioned on facebook. the other thing. the problem we get to is, are any of these real? are there guerrilla marketing campaigns going on making these things happen? we never know when we see likes on facebook. it's hard to think the things on faceb
i look at my nike shoe, nike is powering all this data. they're going to be an incredible growth company. maybe not them -- they'll have the capital to acquire people. >> that was a most excellent hit. thank you very much. i know you like csod, cornerstone on demand. i wanted to point it out. thank you, howard, see you again. >> lo and behold, apple. staying on the social beat here, here's the most liked brands on facebook. thumbs up for facebook, it has the most likes on its own...
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Sep 27, 2012
09/12
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but when you look at nike, they've beaten 17 sought of the last 19 quarters. i'm betting that they don't miss on back to back quarters. i think the numbers should be fine, but i don't know if fine is good enough with the rallies these stocks had. >> after rubber soles, you'll move on to technology after 7% decline in the last year, blackberrymaker research in motion has been left for dead, but the company did see a pop earlier this week. to break down the move and where the company may be heading, let's bring in john live in san jose. john. >> michelle, attempting though it may be to get excited about those rim subscriber numbers inching up from 78 to 80 million this week, it's nothing to get excited about. here is why. rim is in the position lately where it's cutting prices on its phones and tablets just to keep being buying them. they can try to upgrade to blackberry ten when that arrives next year. if they don't discount, they're afraid their customers will run to android. rim doesn't have any new phones to speak of. right now, basically watching to see if
but when you look at nike, they've beaten 17 sought of the last 19 quarters. i'm betting that they don't miss on back to back quarters. i think the numbers should be fine, but i don't know if fine is good enough with the rallies these stocks had. >> after rubber soles, you'll move on to technology after 7% decline in the last year, blackberrymaker research in motion has been left for dead, but the company did see a pop earlier this week. to break down the move and where the company may be...
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Sep 28, 2012
09/12
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in the meantime, why don't we move onto nike also out with its earnings. the stock, however, not so pleased. a couple little warning signs in there as well, right? >> there were. mandy, the stock is down but not nearly down as much as it was earlier when we talked about this name, right? earnings beat by 11 cents. you say that's great news, right? two problems. gross margins fell. here's the biggie, though. future orders disappointing particularly those in europe and china. okay. china is the key here, folks. nike did say fiscal second quarter and full year revenue growth should be mid to single digits. however watch china. it's a global story. >> it has been a huge growth corridor for the company so that is a concern. >>> young brands also trading lower. >> quickly no news on yum. the reason i wanted to bring it up, this is a company that has more percentage of its revenues in china than any other company in the s&p 500. so when nike came out and spooked people about china, the owner of kfc and taco bell and pizza hut is getting whacked as well. yum brand
in the meantime, why don't we move onto nike also out with its earnings. the stock, however, not so pleased. a couple little warning signs in there as well, right? >> there were. mandy, the stock is down but not nearly down as much as it was earlier when we talked about this name, right? earnings beat by 11 cents. you say that's great news, right? two problems. gross margins fell. here's the biggie, though. future orders disappointing particularly those in europe and china. okay. china is...
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Sep 6, 2012
09/12
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nothing not to like. >> pop for nike, up 2%. keith. >> looks good. this is one of the stocks where you actually have some bad news that could roll into good news. these are the kinds of stocks that you want to own. the ones that people could say, hey, look, there's still upside. there's upside in the numbers. the fundamentals could improve. we like it higher. >> megapop for navstar. >> you think carl is back to break even yet? i don't think so. carl icon and raskky added to their stakes, and they're going to explore their noncore businesses, which i'm sure they're being encouraged to do by both of those two big activist investors. it brings the stock back to the low 20s. it's got to get significantly higher or both these guys are going to remain under water. >> drop for wag, down 2%. >> yeah, walgreens still feeling the fallout from their express scrips disagreement. by tri care said they won't have walgreens in network. that's not so good for walgreens. very good for cvs. >> and a pop here for the hula hoop. more than 1,000 people participated in th
nothing not to like. >> pop for nike, up 2%. keith. >> looks good. this is one of the stocks where you actually have some bad news that could roll into good news. these are the kinds of stocks that you want to own. the ones that people could say, hey, look, there's still upside. there's upside in the numbers. the fundamentals could improve. we like it higher. >> megapop for navstar. >> you think carl is back to break even yet? i don't think so. carl icon and raskky added...
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Sep 20, 2012
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on nike the stock is up 11% from the recent low. we started buying it when they missed last quarter. we've been trimming it. it's not expressive at 16.5 times forward estimates. long term average about 20. we'd just rather buy it a little lower. if the stock does pull back into the low 90s we'll be buying it with management. >> big story is oil. as you all know holding firm so far today. plunged roughly 7% this week, though. how low can oil go, mr. gartman? >> lower. it can still go a great, good deal lower. there's a lot of debate whether there'll be a release from the spr. under the rules of the iea we need to release some because the spr is predicated upon the usage in the united states. we have far more than 90-day supply. there's a lot of supply coming at us. the funds are still aggressively long. oil could still go lower. >> still to come, if you bought shares of cbs two years ago, you're happy today. you're up more than 130%. is there more room to run? we'll get some answers from the boss. cbs chief lest moonves in a cnbc exc
on nike the stock is up 11% from the recent low. we started buying it when they missed last quarter. we've been trimming it. it's not expressive at 16.5 times forward estimates. long term average about 20. we'd just rather buy it a little lower. if the stock does pull back into the low 90s we'll be buying it with management. >> big story is oil. as you all know holding firm so far today. plunged roughly 7% this week, though. how low can oil go, mr. gartman? >> lower. it can still go...
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Sep 23, 2012
09/12
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earnings out from nike and blackberry maker research in motion. tuesday, case-shiller index gives us a window into home prices in 20 cities across the nation. the latest reading of consumer confidence will be out on tuesday. wednesday, new home sales from the last month. on thursday, the final reading of gross domestic product for the second quarter will be out. the gdp, of course, the broadest measure of the health of the u.s. economy and typically a market mover. that's the show for today. thanks so much for being with many me next week, former fdic chair sheila bair. each week keep it right here where wall street meets main street. have a great week, everybody. i'll see you next weekend. to compete on the global stage. what we need are people prepared for the careers of our new economy. by 2025, we could have 20 million jobs without enough college graduates to fill them. that's why at devry university, we're teaming up with companies like cisco to help make sure everyone's ready with the know how we need for a new tomorrow. [ male announcer ] m
earnings out from nike and blackberry maker research in motion. tuesday, case-shiller index gives us a window into home prices in 20 cities across the nation. the latest reading of consumer confidence will be out on tuesday. wednesday, new home sales from the last month. on thursday, the final reading of gross domestic product for the second quarter will be out. the gdp, of course, the broadest measure of the health of the u.s. economy and typically a market mover. that's the show for today....
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Sep 13, 2012
09/12
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downgrade of nike today. so there's a lot of downgrades except for sandisk. look in the end, what's it going to come down to? apple. two markets in this country. everything and then apple. i'm a believer in apple. >> speaking of which, reviews for the iphone 5 unveiled yesterday are pouring in. the phone is taller allowing for a fifth row of icons. also, the thinnest hand set on the market, but the change causing most of the buzz is the smaller dock connecter, which means it will not be compatible. journal has a great piece today about a guy who owns a hotel, 600 apple docks in the room and the prospect of changing those is my god. >> a clock collection. 200 wind up clocks, worst day in the world, daylight saving time. >> cost that guy 18 grand. 30 bucks for the adapter. >> good news for radio shack. >> there's nothing that's good news for the shackster. $2, man. i've got my -- my cold, you have to pry this out of my cold dead hands. i'm never going to lose my iphone expeptide i'm getting the iphone 5. why? i've unplugged this two hours ago. if something can
downgrade of nike today. so there's a lot of downgrades except for sandisk. look in the end, what's it going to come down to? apple. two markets in this country. everything and then apple. i'm a believer in apple. >> speaking of which, reviews for the iphone 5 unveiled yesterday are pouring in. the phone is taller allowing for a fifth row of icons. also, the thinnest hand set on the market, but the change causing most of the buzz is the smaller dock connecter, which means it will not be...
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Sep 28, 2012
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nike first quarter profits fell 20% on slowing growth in china. sal sales were up 8%. future orders a key indicator of demand was down 6% in china, although it was up 8% worldwide. nike shares if you look at frankfurt trade, they're down a little over 3% this morning. and facebook thinks it's better to give than receive. the social networking site is laufshlging a feature to let users send real gifts to their friends. it's being rolled out gradually in the u.s. and a sgift icon will show up on your friend's time line which they can unwrap virtually. the actual gift will show up a few days later. the company will get a cut from each item sold. investors appear to like that. shares were up more than a% in after hours trade. and stick around, because still to come on the program, u.s. markets may have blindsided investors with decent performance in the third quarter. our next guest says that run could be limited. >>> stocks turning mixed. ftse 100 and xetra dax just up 0.2%. >> u.s. futures trying to hold on to their gains as we close out the quarter. in the u.s., august
nike first quarter profits fell 20% on slowing growth in china. sal sales were up 8%. future orders a key indicator of demand was down 6% in china, although it was up 8% worldwide. nike shares if you look at frankfurt trade, they're down a little over 3% this morning. and facebook thinks it's better to give than receive. the social networking site is laufshlging a feature to let users send real gifts to their friends. it's being rolled out gradually in the u.s. and a sgift icon will show up on...
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Sep 20, 2012
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. >> you're referencing nike today, cbs -- >> those are significant moves that have the effective course of increasing earnings per share, even if the top line is not doing great. >> do you counter what we care about are overall profits and it is good news or do you see it has to end one day and the balance sheets will get back? >> you tell me if investors will focus on the top line or bottom line? then i'll have an answer for you. >> i think they focus on the bottom line. the bottom line is pretty good. when you focus on the top line, if it moves up 15 points you'll be disappointed. then another fed says something good and you go right back up. gold and yield is a good way to place this. >> special dividends at aol, microsoft and cisco, you don't think that shows a lack of ingenuity of what to do with all this money they have raised at low rates? >> they are making fortunes and not hiring, that's part of the problem. if the dividend goes up like conagra, microsoft only yields 2.8%. i keep looking for freight up again today. earlier on "squawk box" they said, jim, all the things you said
. >> you're referencing nike today, cbs -- >> those are significant moves that have the effective course of increasing earnings per share, even if the top line is not doing great. >> do you counter what we care about are overall profits and it is good news or do you see it has to end one day and the balance sheets will get back? >> you tell me if investors will focus on the top line or bottom line? then i'll have an answer for you. >> i think they focus on the...
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Sep 17, 2012
09/12
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when you look at the higher end nike has been doing well and underarmer. >> are there are a lot of shorts on this one? >> there are shorts. >> i mean shorts for sellers. >> it's cute. >> yoga pants? >> bike pants. >> i don't want to know. for more polls like us at facebook.com/fastmoney. >>> time for pops and drops. we start with drop of cliffs natural. >> a great bounce off of a horrible six months. jp morgan downgraded the stock. >> netflix was a drop today. >> it has had a couple of tough days and a couple of tough weeks. initiated with the sell in a $50 target. i like the name as it starts getting into the lower 50s. the fact that they have moved themselves more towards the media side with television where their biggest gains are and less of an impact. >> drop for ak steel. >> environment with china and the concerns about the eurozone you have to wait on a lot of these names. can you play it for day trading? of course. i would rather wait for season ality. >> copper down big. way overbought. we are talking about the big drop in oil. copper had a big drop. commodities have been week. i
when you look at the higher end nike has been doing well and underarmer. >> are there are a lot of shorts on this one? >> there are shorts. >> i mean shorts for sellers. >> it's cute. >> yoga pants? >> bike pants. >> i don't want to know. for more polls like us at facebook.com/fastmoney. >>> time for pops and drops. we start with drop of cliffs natural. >> a great bounce off of a horrible six months. jp morgan downgraded the stock....
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Sep 28, 2012
09/12
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you better watch nike today or you'll have hell to pay. better than expected earnings. orders in china fell for the first time in three years. china's been a growth engine for the world's largest sports wear maker. apparently there's something like 4 billion feet in china. >> 2.8. >> only 1.4? >> yeah. i think it's 1.4. >> if you put a pair of jordans on all those feet, it adds up. >> 3 billion feet almost if we round up like howard dean. >> i can't believe you caught him on that. and that he knew he was doing it and he was waiting for you to catch him. >> because he's done it with jobs and everything like that. he's slick. he ran the dnc. it's second nature. >> he laughed when you called him out. he's like, all right, you got me. >> it's second nature for all politicians. >> that's right. in some of our other new, british regulator outlining a complete overhaul to libor planning to mend it, but not end it. bob diamond resigned after it was reveal that had his bank was fiddling with the rate. it was an industry wide problem that tore the very fabric that our financial s
you better watch nike today or you'll have hell to pay. better than expected earnings. orders in china fell for the first time in three years. china's been a growth engine for the world's largest sports wear maker. apparently there's something like 4 billion feet in china. >> 2.8. >> only 1.4? >> yeah. i think it's 1.4. >> if you put a pair of jordans on all those feet, it adds up. >> 3 billion feet almost if we round up like howard dean. >> i can't believe...
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Sep 26, 2012
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table you don't have as compelling a platform or as compelling an eco-system and companies like virgin, nike and the hundreds of thousands and millions of small businesses who use twitter can't use it as effectively. >> will we see an e-commerce capability on twitter? >> i think we do see lots of commerce take place every day on twitter. it's particularly interesting in areas with things like perishable inventory like tickets. the game or show starts in x hours. if we don't sell the tickets there is nothing we can do with them. we are paying attention to that and are thinking about ways to participate in the value exchange. we'll see what happens. >> what's your biggest challenge from a revenue perspective? >> our biggest advertising challenge is making sure our revenue reflects is percentage of users that exist -- that use twitter in various countries. we have users all over the world. the user base is growing globally fast. we need to expand our advertising platform globally beyond just a couple countries we are in now. >> you can watch the entire interview including his answers to questio
table you don't have as compelling a platform or as compelling an eco-system and companies like virgin, nike and the hundreds of thousands and millions of small businesses who use twitter can't use it as effectively. >> will we see an e-commerce capability on twitter? >> i think we do see lots of commerce take place every day on twitter. it's particularly interesting in areas with things like perishable inventory like tickets. the game or show starts in x hours. if we don't sell the...
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Sep 11, 2012
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what we're seeing from the likes of nike and many other, for example, high-end, luxury retailers, they're saying sales are decelerating in china. retail sales are decelerating. >> sure. it could be like any other business where there are bumps. no business goes straight up. you're not going to find straight line growth in anything. it's going to be volatile. what i'm saying is that you may have bumps where it goes down one month or even two months. maybe the third month it pops up. if on average all three averages up, then there's growth. that's what i'm suggesting could be happening in china. >> so is this the proverbial, you know, sort of henry ford-esque middle class that will be paid more and purchase more of what they or we or someone else makes? >> yes, if you look at labor wage growth, it has been growing in the double digits for years now. and the consumption growth is also growing in double digits. >> that's a double-edge sword, right? wage costs are rising which means a lot of companies are starting to go elsewhere for their manufacturing needs like, i don't know, the philippine
what we're seeing from the likes of nike and many other, for example, high-end, luxury retailers, they're saying sales are decelerating in china. retail sales are decelerating. >> sure. it could be like any other business where there are bumps. no business goes straight up. you're not going to find straight line growth in anything. it's going to be volatile. what i'm saying is that you may have bumps where it goes down one month or even two months. maybe the third month it pops up. if on...
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Sep 12, 2012
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put it into perspective of the value that's been destroyed, they've lost more enterprise value than nike. they've lost more enterprise value than hp, sony, domino's pizza all in a period of time. >> trust me, he and his employees are very well aware of that. the question is, are we underestimating their growth opportunities, the ability to grow the company from these levels? >> i don't think there's any question the company can be grown. but you're competing with three of the best companies in the world between apple, microsoft and google and some of them have $100 billion more money than they do. i have to tell you something, to be in a secondary position with those people ahead of me and my key workers under water with their stock options, that's a metric that is very different than social mead ra. >> i think they have their work cut out for them. >> is it really fair to say, though, that they're competing with apple? >> i think there's convergence going forward with it. apple with their map, apple and video, there's convergence. they come at it from the least demon advertised portion.
put it into perspective of the value that's been destroyed, they've lost more enterprise value than nike. they've lost more enterprise value than hp, sony, domino's pizza all in a period of time. >> trust me, he and his employees are very well aware of that. the question is, are we underestimating their growth opportunities, the ability to grow the company from these levels? >> i don't think there's any question the company can be grown. but you're competing with three of the best...
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Sep 25, 2012
09/12
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next one, buy nike because of a new endorsement deal. do we have one more? buy mattel, they make the magic eight-ball, they make the right calls. back to headquarters, michelle and "fast money halftime." >>> welcome to "fast money halftime report." all major averages higher by 36 points on dow. 135 95. s&p higher by almost four. nasdaq higher by 9 1/2, 3,170. here's what we are following on the "halftime" show. the battle of the tech titans. apple losing some ground as google, it's google surging to a fresh record. which of these two stocks is better for your portfolio right now? housing, hangover. is the party coming to an end for home builder stocks? >>> our top story, the tug of war between the bulls and bears. bulls winning as consumer confidence surging to a seven-month high. much better than expected numbers. so, should investor confidence be high right now, too? we've got ken fisher of fisher investment with the bull case. and then later in the show, bob rodriguez with the bear case. let's hear from our traders right here in studio. guy, josh brown, a
next one, buy nike because of a new endorsement deal. do we have one more? buy mattel, they make the magic eight-ball, they make the right calls. back to headquarters, michelle and "fast money halftime." >>> welcome to "fast money halftime report." all major averages higher by 36 points on dow. 135 95. s&p higher by almost four. nasdaq higher by 9 1/2, 3,170. here's what we are following on the "halftime" show. the battle of the tech titans. apple...
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Sep 14, 2012
09/12
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. >> take a look at nike. nke not participating in the rally. i'm not trying to be a debbie downer with some of these stock calls down 2.5%. a couple of notes here. yesterday it downgraded from neutral to buy. we also have canaccord coming out today and saying after the summer olympics in order volume moving forward. especially when you look at comps. concerns over the stock down 2.5% on heavy volume. ty, back to you. >> thank you, brian. this video making the rounds from the apple store in temecula, california, not far from long beach. shows a bmw many ramming throug glass doors of the house. it happened last week. the video has just been released. look at this. this guy, my goodness gracious, think of the damage he's doing to his car, let alone the store. he gets out of the car, starts scooping up apple's famous mobile devices, leaving most of the mac books alone, apart from the ones that are on those tables. more proof that today's youth likes mobile maybe better than the laptops. it's a beemer. so the damage to the car, as we mentioned, mayb
. >> take a look at nike. nke not participating in the rally. i'm not trying to be a debbie downer with some of these stock calls down 2.5%. a couple of notes here. yesterday it downgraded from neutral to buy. we also have canaccord coming out today and saying after the summer olympics in order volume moving forward. especially when you look at comps. concerns over the stock down 2.5% on heavy volume. ty, back to you. >> thank you, brian. this video making the rounds from the apple...
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Sep 19, 2012
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. >> thing is the nike swoosh. i think this is a decade of readjustment. as americans, we have spent way beyond our means. i think if you look at the growth rates in the '90s, 2000, they're not real. we borrowed against our homes to buy mobile homes. that's what america did. my fear now is we're going to start that all over again. >> so give me one idea that you think will actually move a ceo to add new heads to the payroll. >> lock in a tax rate. lower the tax rate. for me, personally, half our business is outside the united states. we're not competitive. our tax rate in the united states is, you know, 10 percentage points higher than the rest of the world. just do something. lay out the plan. >> so that businesses feel like they actually have a shot in terms of hiring and it's not going to bankrupt them. >> that we know what the new normal is. absolutely. >> great conversation, gary. thank you very much. we appreciate your time tonight. >> thank you. >>> so you want to move your money in your portfolio first thing tomorrow? three of wall street's top mon
. >> thing is the nike swoosh. i think this is a decade of readjustment. as americans, we have spent way beyond our means. i think if you look at the growth rates in the '90s, 2000, they're not real. we borrowed against our homes to buy mobile homes. that's what america did. my fear now is we're going to start that all over again. >> so give me one idea that you think will actually move a ceo to add new heads to the payroll. >> lock in a tax rate. lower the tax rate. for me,...
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Sep 13, 2012
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. >> drop for nike to move 1%. keith? >> well, fundamentals do matter, and in this case citigroup made a call. and i think that will be positive when they report. and that's at the end of the day -- >> letter x is a pop. 3% to move. >> and fundamentals don't move, and prices have gone down this week. u.s. steel prices higher. it's better for steel companies that iron ore are lower, but the demand is not there. this is heavy resistant at 24. i would sell there. >> pop for jpmorgan. karen? >> yes, same thing as yesterday. more good news for the banks, a little bit of a steepening yield curve. and jamie dimon, still hot. >> pop for gold miners. etf up 5%. mike? >> you know, you've got a pop for gold, you're going to have pop for the miners. what happened today is a real positive for all of these names. and we're not surprised to see all of them higher with gold up 2% plus. >> and a drop for those tiny liquor bottles. workers at the new york jfk airport are in trouble after allegedly stealing 100,000 tiny bottles of liquor fr
. >> drop for nike to move 1%. keith? >> well, fundamentals do matter, and in this case citigroup made a call. and i think that will be positive when they report. and that's at the end of the day -- >> letter x is a pop. 3% to move. >> and fundamentals don't move, and prices have gone down this week. u.s. steel prices higher. it's better for steel companies that iron ore are lower, but the demand is not there. this is heavy resistant at 24. i would sell there. >>...
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Sep 27, 2012
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of course, we'll be on the after hours kvr hours conference calls for nike as well as r.i.m. we'll get the low down behind it. all that and more top of the hour on "fast." see you then. >> all right. we'll be there. meanwhile, the economy keeps slowing down. investors don't seem to care. my observations are coming up. first, we'll tell you how to prepare for tomorrow's opening bell, the last trading day of the quarter. stay with us. we're sitting on a bunch of shale gas. there's natural gas under my town. it's a game changer. ♪ it means cleaner, cheaper american-made energy. but we've got to be careful how we get it. design the wells to be safe. thousands of jobs. use the most advanced technology to protect our water. billions in the economy. at chevron, if we can't do it right, we won't do it at all. we've got to think long term. we've got to think long term. ♪ >>> all right. welcome back. end of the month. end of the quarter. we've god 30 seconds on the clock for each guest. they'll tell us what they think will move the market. ubs's rob smally and wed busch, gary wed b
of course, we'll be on the after hours kvr hours conference calls for nike as well as r.i.m. we'll get the low down behind it. all that and more top of the hour on "fast." see you then. >> all right. we'll be there. meanwhile, the economy keeps slowing down. investors don't seem to care. my observations are coming up. first, we'll tell you how to prepare for tomorrow's opening bell, the last trading day of the quarter. stay with us. we're sitting on a bunch of shale gas. there's...
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Sep 20, 2012
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and he's got apple, amazon, aig, nike, jpmorgan. this guy's got a lot of my -- thanks for helping out the little guy. you're quite welcome. let's take a look at this. jp morgan, one of the largest banks. amazon is a retailer. aig, this insurance company, this is technology, apple. and obviously that's sporting goods, shoes. all right. i am going to say that you can't own both jpmorgan and aig. that is not diversified. i think that this gentleman needs a health care company, and therefore i am going to add -- we just praised pfizer. let's give him pfizer, a little more balance there. and i would prefer to sell jpmorgan to aig. let's go to andrew in texas. andrew? >> caller: boo-yah, jim. >> boo-yah, andrew. >> caller: all right. i've got apple, aapl, bristol-myers, bmy, gld, aig, and wells fargo, wfc. >> let me take a look at this. oh, boy, a lot of controversy here. aig and wells are both financials. we can't own two financials, even though one is insurance and one is a bank. what a tough call. i'm going to say sell the wells and ke
and he's got apple, amazon, aig, nike, jpmorgan. this guy's got a lot of my -- thanks for helping out the little guy. you're quite welcome. let's take a look at this. jp morgan, one of the largest banks. amazon is a retailer. aig, this insurance company, this is technology, apple. and obviously that's sporting goods, shoes. all right. i am going to say that you can't own both jpmorgan and aig. that is not diversified. i think that this gentleman needs a health care company, and therefore i am...
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Sep 26, 2012
09/12
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people may follow nike. there is this automatic ability to interact with fans of your product or brand and it naturally creates a good environment for the brands to communicate with consumers. >> good point. it is active. you're following them, obviously more receptive to getting their information. josh, how do you think the experience will change? if i fast forward five years and into twitter, how will it look different than now? >> well, i am not psychic, buck i can say they have to fine line. they are not just this enterprise and not just this advertising platform. they're also becoming this weird sort of almost public service where you expect to get news and breaking news and emergency information on twitter and when something is going on in any neighborhood and i don't know if there is a car accident or fire, i look on twitter to see what's happening. i think they have to walk a fine line in terms of changing it for the users because they have come to rely on it almost like a public service. >> julia, h
people may follow nike. there is this automatic ability to interact with fans of your product or brand and it naturally creates a good environment for the brands to communicate with consumers. >> good point. it is active. you're following them, obviously more receptive to getting their information. josh, how do you think the experience will change? if i fast forward five years and into twitter, how will it look different than now? >> well, i am not psychic, buck i can say they have...
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Sep 5, 2012
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last night as an example we did a nike photo day shoot, particularly for the fashion community. we're looking for ways to take our product and engage it with different communities. >> i was just thinking of the interest in the olympics this year. and if there's anything else that's similar to that, that's just going to keep going to new heights, especially with the giants winning last year, i just see football never -- i don't see it ever sort of leveling off. it's just going to get bigger and bigger and more money and more advertising, which is good. i like it. >> it's a great product. and it is growing and it's growing well. >> i mean tonight -- >> huge game tonight. really exciting. what a great way to start. >> both iconic teams. >> who do you think you compete with? >> ourselves. >> do you feel like you compete with the olympic committee when it comes to finding new sponsors? >> from a sponsor or fan perspective? >> sponsor perspective. you're in the sponsor perspecti perspective, and then the fan business, but maybe you think of them as the same thing. >> everything feeds
last night as an example we did a nike photo day shoot, particularly for the fashion community. we're looking for ways to take our product and engage it with different communities. >> i was just thinking of the interest in the olympics this year. and if there's anything else that's similar to that, that's just going to keep going to new heights, especially with the giants winning last year, i just see football never -- i don't see it ever sort of leveling off. it's just going to get...
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Sep 25, 2012
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. >> nike just comes to mind. >> that 81% number has to go up as companies continue to do. >> let's get to chicago and economic in with rick, tuesday edition of "the santelli exchange." >> like many things in the current environment we're in, housing has had some improvement. but some improvement in election year becomes just a hot-button topic. if you've had improvement in jobs or you've had some improvement in gdp or some improvement in housing, of course that's a good thing. but let's take the politics and toss it out and really look at what we have. now, if we start out -- let's look at a chart going back to 2004, new home sales. now, as you look at that chart, definitely there's improvement. but it's still nowhere where it was before the crisis. existing home sales. a similar pattern. improvement, yes. is it where we want to be? no. today we had case-shiller. before we go to a bigger chart, let's look at the 20 composite, nonseasonally adjusted just for 2012. wow, looks pretty good. but the point of this is to step back now and lets show a line chart going back to 2003. you can see
. >> nike just comes to mind. >> that 81% number has to go up as companies continue to do. >> let's get to chicago and economic in with rick, tuesday edition of "the santelli exchange." >> like many things in the current environment we're in, housing has had some improvement. but some improvement in election year becomes just a hot-button topic. if you've had improvement in jobs or you've had some improvement in gdp or some improvement in housing, of course...
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Sep 11, 2012
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at least it was a food company, didn't seem that ridiculous, i thought you were going to bring up nike. >> best stock i've owned in the -- yum brands has gone up 12 times in is ayears. >> it's a china story. >> big time. >> i think yum has more locations than mickey d's. >> they have over 700 stores in china this year, that's two a day. he's wonderful. >> i don't know why i'm talking about him but david has been a great leader. >> fabulous. see? >> ken, by any chance, do you own that stock? >> a few shares. >> would you discipline this man? >> that's why he wasn't a member of the stock exchange. >> okay. >>> school is still out in chicago, more than 25,000 teachers and unionized personnel are on strike for the first time in 25 years there. negotiations are expected to continue today but as of right now there is still no agreement to end this strike. the two most contentious issues are performance evaluations and recall rights for laid off teachers. earlier this morning we spoke with joel packer, executive director of the committee for education funding, about the national implications
at least it was a food company, didn't seem that ridiculous, i thought you were going to bring up nike. >> best stock i've owned in the -- yum brands has gone up 12 times in is ayears. >> it's a china story. >> big time. >> i think yum has more locations than mickey d's. >> they have over 700 stores in china this year, that's two a day. he's wonderful. >> i don't know why i'm talking about him but david has been a great leader. >> fabulous. see?...
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Sep 24, 2012
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and nike. we're at the podium of the big board where i guess they put it on the platform. the maker of knives, scissors, and first aid kits. you often need a first aid kit if you do something wrong with a knife. sandvik, a high-tech engineering group. over the weekend, barrons saying it's worth 15 bucks. >> i don't read barron's. >> religion? >> no, not a secular religion. but i've read the news clips. management, if you're management, saying, listen, we've been getting a much better results of facebook in the last few weeks. the mobile strategy is really paying off. i think it would be -- i do not like the tone of the piece and just when i think that it's working for them. >> it does seem a little backward looking. they do say surprising the degree in which they misjudge when they were working on the desktop. keep in mind one big reason that the stock is down today. meanwhile, an employee meeting will be held tomorrow in which they focus on the user experience but we're told that even at the expense of profitability in the short term. >> they are returning most of the pro
and nike. we're at the podium of the big board where i guess they put it on the platform. the maker of knives, scissors, and first aid kits. you often need a first aid kit if you do something wrong with a knife. sandvik, a high-tech engineering group. over the weekend, barrons saying it's worth 15 bucks. >> i don't read barron's. >> religion? >> no, not a secular religion. but i've read the news clips. management, if you're management, saying, listen, we've been getting a much...
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Sep 21, 2012
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profit cycle does slow down, but they take all that cash and they buy back 8 billion in stock like nike or they boost the dividend like cisco. >> exactly. or they start buying smaller and midcap companies that kooem keep growing. they're eventually going to have to buy growth. it's my opinion they're going to go down to midcap and smaller cap companies to buy that growth over the next couple of years. >> good stuff. have a great weekend. >> thank you. see you later, guys. >>> up next, nothing says fall like pumpkins, right? we'll take you to a pumpkin patch with more on fall's hottest squash. copies of my acceptance speech. great! it's always good to have a backup plan, in case i get hit by a meteor. wow, your hair looks great. didn't realize they did photoshop here. hey, good call on those mugs. can't let 'em see what you're drinking. you know, i'm glad we're both running a nice, clean race. no need to get nasty. here's your "honk if you had an affair with taylor" yard sign. looks good. [ male announcer ] fedex office. now save 50% on banners. not quite knowing what the next phase was
profit cycle does slow down, but they take all that cash and they buy back 8 billion in stock like nike or they boost the dividend like cisco. >> exactly. or they start buying smaller and midcap companies that kooem keep growing. they're eventually going to have to buy growth. it's my opinion they're going to go down to midcap and smaller cap companies to buy that growth over the next couple of years. >> good stuff. have a great weekend. >> thank you. see you later, guys....
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Sep 27, 2012
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and nike. you've got your work cut out for you tonight. >> lots of conference calls to cover. >>> i heard about what art cashin had to say. wait till you hear what he'll tell us on the other side of this break. >>> and danny meyer is known for his upscale burger joint. we'll ask him how he's coping with the bacon shortage. let's look at futures. we are looking at a higher open across the board. stay tuned. hi. i'm henry winkler. and i'm here to tell homeowners that are 62 and older about a great way to live a better retirement. it's called a reverse mortgage. [ male announcer ] call right now to receive your free dvd and booklet with no obligation. it answers questions like how a reverse mortgage works, how much you qualify for, the ways to receive your money, and more. plus, when you call now, you'll get this magnifier with l.e.d. light absolutely free. when you call the experts at one reverse mortgage today, you'll learn the benefits of a government-insured reverse mortgage. it will eliminate
and nike. you've got your work cut out for you tonight. >> lots of conference calls to cover. >>> i heard about what art cashin had to say. wait till you hear what he'll tell us on the other side of this break. >>> and danny meyer is known for his upscale burger joint. we'll ask him how he's coping with the bacon shortage. let's look at futures. we are looking at a higher open across the board. stay tuned. hi. i'm henry winkler. and i'm here to tell homeowners that are...